POPA ReconNvidia AI Reading Room Profitability
Nvidia AI Reading Room Profitability Photonics purchased first by NVIDIA One year later, stocks related to this point are up to 38 times The simplest leading indicators for AI investment are Jensen’s remarks and Nvidia’s orders. When NVIDIA took the lead in EML and laser production capacity in 2025, the market treated photonics as a bubble. But a year later: - LITE +678% - AAOI +475% - COHR +261% - AXTI +3,844% NVIDIA’s leading room in 2026 - Long-term contract for CW·EML production capacity - Data center 800V power conversion - Expansion of CPO to attach GPU and optical communication - H…
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